OBMs are: project managers, office managers, human resources managers, and online experts – all rolled into one. The services listed do not cover absolutely everything we do (that would take forever!) – but it provides an understanding of where we can start.  We can (and do) so much more than the listed tasks, and we’re happy to customize based on your needs. Take a look at our packages to see what would be right for you.

Operations Management

  • Centralizing a virtual office
  • Creating and optimizing processes ensuring your business is functioning efficiently
  • Creating Standard Operating Procedures
  • Documenting workflows, tracking all the moving pieces
  • Automating processes to streamline operations

Project Management

  • Project plan creation
  • Setup and managing your online project management tool
  • Delegating to team members
  • Working through issues that may arise to find a solution that doesn’t delay the project or task.
  • Communicating status updates and details to team members
  • Following up with team members to make sure items are completed on time
  • Custom projects (pricing dependant on scope/duration)

Boards & Governance

  • Serve as Recording Secretary
  • Prepare agendas / meeting outlines / action item lists
  • Onboarding and orientation process for Board
  • Organize board / governance training
  • Develop & maintain corporate governance manuals
  • By-laws and policies
  • Organize board retreats
  • Oversee board appointments

Human Resources & Team Management

Human Resources

  • Delegating, hiring, organizing & holding team meetings, leading the team, outsourcing or building a team, team training, managing and tracking the completion of the day-to-day tasks.
  • Recruiting & vetting employees/contractors
  • Develop employee handbooks, and safety manuals, performance reviews
  • Policy development
  • Employee health & benefits
  • Onboarding and offboarding employees
  • Recruiting & interviewing

Virtual Assistant Services

We not only offer the high level strategy support of an Online Business Manager, we also offer a full range of virtual assistant services to help you with everything from basic administration to more complex project management functions and tasks, including:

  • Document management (proofreading, typing, formatting)
  • Report preparation (business plans, annual plans, strategic plans)
  • Presentations (webinars or PowerPoint)
  • Newsletters
  • Branding materials
  • Canva graphics
  • Data entry
  • Writing
  • Email management/filtering
  • Calendar management: scheduling & planning
  • Customer service
  • File management
  • Creating workbooks and spreadsheets
  • Research
  • Event management
  • Travel arrangements
  • Transcription (transcribing voicemail, video or audio, podcasts etc.